J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 778 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $789,783 | -5.8% | 15,739 | -5.9% | 0.24% | -1.2% |
| Q2 2023 | $838,541 | +27.8% | 16,724 | +28.3% | 0.24% | +21.8% |
| Q1 2023 | $656,173 | +100232.3% | 13,040 | 0.0% | 0.20% | 0.0% |
| Q4 2022 | $654 | -99.9% | 13,040 | +23.9% | 0.20% | +19.4% |
| Q3 2022 | $528,000 | -24.6% | 10,525 | -24.7% | 0.16% | -18.7% |
| Q2 2022 | $700,000 | -14.9% | 13,975 | -14.6% | 0.20% | +1.5% |
| Q1 2022 | $823,000 | -15.0% | 16,365 | -14.7% | 0.20% | -14.9% |
| Q4 2021 | $968,000 | -11.4% | 19,175 | -11.0% | 0.24% | -19.5% |
| Q3 2021 | $1,093,000 | 0.0% | 21,550 | 0.0% | 0.29% | 0.0% |
| Q2 2021 | $1,093,000 | – | 21,550 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |